Best Investors Account Sign in
Inactive

Jacqueline Rae Webster

Finwell, Inc.

Brentwood, TN

CRD 6166865

Claim This Profile
Employer firm

Finwell, Inc. CRD 310850

$94.7M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars
  • SUBSCRIPTION BASED SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Finwell, Inc.

Brentwood, TN • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2024-12-20
CA RA APPROVED 2024-12-19
  • TN RA
    APPROVED
    Since 2024-12-20
  • CA RA
    APPROVED
    Since 2024-12-19

Branch Locations

Brentwood, TN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Nashville TN 06/2014 11/2020
Cahaba Wealth Management, Inc. Atlanta GA 11/2020 11/2024
Finwell, Inc. Nashville TN 12/2024 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-05-07
S63 Uniform Securities Agent State Law Examination 2013-04-16
  • S65 Uniform Investment Adviser Law Examination
    2013-05-07
  • S63 Uniform Securities Agent State Law Examination
    2013-04-16
Designations
  • Certified Financial Planner
Other Names
  • Jacquie Rae Lewis
  • Jacquie Rae Lewis
  • Jacquie Rae Lewis
  • Jacqueline Rae Lewis

View on SEC IAPD

More in Brentwood, TN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor